How do I annotate a document ?

Posted on March 28, 2015 by Martin Peirce

You can annotate a scanned document. This means you can add layers onto the document like text or arrows etc. There is a annotation menu / dropdown in the WinClient but remember you cannot annotate a ... Read More

What does checkout mean ?

Posted on March 27, 2015March 28, 2015 by Martin Peirce

A document is on the server and anyone with security rights can view it. Perhaps you now want to edit the document – it could be a word document. If you right-click and select Check Out (on the ... Read More

Local documents and check in explained

Posted on March 27, 2015March 28, 2015 by Martin Peirce

To start with the document will be on your PC. You need to index it and then get it onto the FileDirector server. The server could be anywhere in the world. So to do this you need to “check it i... Read More

How do I Edit a document

Posted on March 27, 2015March 28, 2015 by Martin Peirce

Retrieve your document. Click into the Edit tab. You can now edit any of the indexing information. Once you have made your changes, save them using the save icon There are two save icons in this tab &... Read More

How do I find a document

Posted on March 27, 2015March 28, 2015 by Martin Peirce

You can find a document in the WinClient, The web browser edition or on an iOS or Android Device. Open your cabinet and select your document type from the drop down list. Key in a search value into on... Read More